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Outsource This!

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November 18, 2010 Hits: 595

Company Info
Overview
Features
Outsourced Applications
Pricing & Support
Security

Company Info

Company Name:	Outsource This!
Data Last Updated:	November 18, 2010
Data Verified by Company:	No
Website:	www.outsourcethisonline.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(877) 588-2679
Year Founded	2002
Number of Employees:	10

Service Overview

Format:	Hosted
Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501mil-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Planner Wealth Manager
Number of Firms Using:	25

OSS Features

Data Management:	Data Maintenance Data Reconciliation Daily Processing Manual Entry
Billing:	Process Fees Send Billing to Clients Submit Fees to Custodian(s)
Types of Reports:	Customized Reporting Standard Reports
Back Office Operations:	N/A
Quarterly Processing:	Process Reports Package Reports
Trading:	N/A
Service:	Dedicated Representative

Outsourced Applications

Portfolio Management Software:	Advent Axys Advent Portfolio Exchange PortfolioCenter PowerAdvisor
Account Aggregation:	None
CRM:	None
Rebalancing Software:	None

Pricing

Pricing Based By:	Per Account
Trial:	No
Initial Training:	Email Phone Remote
Support:	Email In Person Phone

Security

Security Functionality:	Encrypted Connection (web)
Other Security Enhancements:	None

OutsourceThis! LLC is a provider of portfolio data management solutions for Investment Advisors utilizing Advent Axys, Schwab PortfolioCenter/Centerpiece or Cornerstone Revolutions PowerAdvisor software. We have over eight years of experience in managing portfolio data and technology solutions, as well as creating custom performance reports.

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